RMR Wealth Builders’s Enterprise Products Partners EPD Stock Holding History

RMR Wealth Builders’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-200	Closed	-$4K	–	329
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	689
2020 Q4	$4K	Buy	+200	New	+$3.72K	﹤0.01%	465
2020 Q3	–	Sell	-200	Closed	-$4K	–	297
2020 Q2	$4K	Buy	+200	New	+$3.58K	﹤0.01%	386
2019 Q4	$6K	Buy	+200	New	+$5.42K	0.01%	363

Other funds holding EPD

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

RMR Wealth Builders's EPD Position: Q2 2021 in Review

RMR Wealth Builders sold out of Enterprise Products Partners (EPD) in Q2 2021, closing a stake of 200 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in EPD in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold EPD as of Q2 2021.

RMR Wealth Builders reported no remaining Enterprise Products Partners position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 200 Enterprise Products Partners shares in Q2 2021, an estimated $4K.
RMR Wealth Builders first reported a position in Enterprise Products Partners in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Enterprise Products Partners position peaked at $6K in Q4 2019.
1,071 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.